How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to BDFS

13F Portfolio OverlapQ1 2026BDFS portfolio →

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Most similar hedge funds by 13F overlap

BDFS Capital LLC is an institutional investor managing $230M across 116 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BDFS are Gaddis Premier Wealth Advisors, WEBSTERROGERS FINANCIAL ADVISORS,, Cravens & Advisors,, with shared positions in $WT, $LRN, $FCFS, $CRS, $MPWR, $MCK. The full ranking of 25 similar funds is below.

#1Gaddis Premier Wealth Advisors LLCPassive

Notable overlap · 12 shared positions

$WT $LRN $FCFS $CRS $MPWR $MCK

$136M

85 positions

#2WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$UPST $NEE $VLTO $USB $SNOW

$350M

95 positions

#3Cravens & Co Advisors, LLCActive

Notable overlap · 5 shared positions

$UPST $VLTO $WT $BA $USB

$154M

64 positions

#4MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 6 shared positions

$UPST $NEE $HSY $WM $ASML $NOC

$295M

82 positions

#5Blackhawk Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$UPST $WT $SNOW $BA $ASML $FCFS

$273M

141 positions

#6Discipline Wealth Solutions, LLCActive

Notable overlap · 4 shared positions

$UPST $NEE $WT $SNOW

$950M

192 positions

#7Marion Wealth ManagementPassive

Notable overlap · 7 shared positions

$WT $VLTO $UPST $USB $MCK $NOC

$451M

146 positions

#8Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$UPST $VLTO $SNOW $USB

$109M

1,311 positions

#9United Asset Strategies, Inc.Passive

Notable overlap · 7 shared positions

$WT $VLTO $C $ASML $ADBE $CL

$1.3B

257 positions

#10Disciplined Investments, LLCPassive

Notable overlap · 5 shared positions

$UPST $NEE $USB $SNOW $VLTO

$279M

141 positions

#11Mirabaud Asset Management (France) SASActive

Some overlap · 3 shared positions

$UPST $NEE $SNOW

$196M

13 positions

#12Level Financial AdvisorsActive

Some overlap · 5 shared positions

$UPST $VLTO $SNOW $NEE $NOC

$392M

92 positions

#13Signet Investment Advisory Group, Inc.Passive

Some overlap · 5 shared positions

$NEE $NOC $ADBE $USB $WM

$218M

69 positions

#14Lionshead Wealth Management, LLCPassive

Some overlap · 4 shared positions

$UPST $WT $SNOW $NOC

$136M

108 positions

#151834 INVESTMENT ADVISORS COPassive

Some overlap · 4 shared positions

$UPST $VLTO $USB $HSY

$801M

206 positions

#16American Money Management, LLCActive

Some overlap · 4 shared positions

$UPST $NOC $SNOW $ASML

$632M

168 positions

#17Titan Investment Management LLCPassive

Some overlap · 5 shared positions

$UPST $MCK $USB $HSY $CL

$113M

37 positions

#18Altiora Financial Group, LLCActive

Some overlap · 3 shared positions

$UPST $NEE $SNOW

$607M

110 positions

#19Whitcomb & Hess, Inc.Active

Some overlap · 3 shared positions

$UPST $VLTO $USB

$429M

64 positions

#20Midway Capital Research & ManagementPassive

Some overlap · 5 shared positions

$NEE $WT $FCFS $ADBE $WM

$106M

117 positions

#21Kestra Investment Management, LLCActive

Some overlap · 4 shared positions

$NEE $WT $VLTO $SNOW

$5.8B

439 positions

#22OneAscent Investment Solutions LLCPassive

Some overlap · 3 shared positions

$UPST $VLTO $ASML

$100M

128 positions

#23BluePrint Investing LLCActive

Some overlap · 3 shared positions

$UPST $NEE $USB

$126M

26 positions

#24STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 4 shared positions

$UPST $NEE $NOC $HSY

$547M

180 positions

#25Concord Asset Management, LLC/VAActive

Some overlap · 4 shared positions

$UPST $WT $NEE $MCK

$592M

117 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.